Overview

We are looking to grow through acquisitions and/or mergers. We have an active program that matches retiring advisors with partner advisors who have several years experience and who are CFP (r) s. We are also looking to help streamline advisor's RIA business to be compliant with the new DOL rules. We have plentiful experience in book acquisitions and a strong value proposition, which includes a stellar 34 years of experience in the industry. We can also provide testimonials for advisors interested in succession planning.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Member Since
Oct. 18, 2016

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